Our process includes:
- We begin by listening carefully to you regarding goals, risk tolerance, and time horizon.
- Then we create an investment and asset allocation strategy as the basis for advice, taking into consideration your financial goals. We provide a team approach to investment research and selection process for stock, bonds, mutual funds and outside professional money managers. We are also backed by an extensive network of industry experts who provide fundamental and technical research on securities we select in designing custom investment portfolios.
- Once an account is established, we will conduct regular portfolio reviews and respond to changes that may call for adjustments and updates to your investment plan.
- We will coordinate as needed, with your other professional advisors including your CPA, attorney, and in some cases, your insurance agent.
We are committed to providing clear and frequent communication—in person and by telephone, mail, or email. In addition, we offer:
- In-person portfolio review meetings as you request or require
- Online access to your account balances, positions, and activity
- Monthly summary of positions and transactions
- An annual tax-reporting summary*
* Davenport & Company is a financial services firm and does not provide tax or legal advice. Please consult your professional accounting or legal advisors prior to acting on any information provided by us that may have an effect in these areas.
All investing carries risk.